Mauro Santini asked 3 weeks ago
Dear all,
I'm working on a general form, let's call it "item form", where every user can catalogize personal items without sharing with others. I manage this by using the filter and so far it is ok.
The next step is the ability for each user to select/create a category field for each item inserted. Also the categories should be used only by the user and not shared. In other terms are not chosen by the admin.
For the category field I'm thinking about lookup because not linked to original form. What I can't accomplish so far is to be able to insert new category and make sure this is saved in the list of lookup. The separated lookup form I created includes user_id and category. I hope that somehow I can match the user_id with the current_user and show only the specific user categories.
Questions:
is there any chance I can create a new lookup category in the "item form" or I have to give the user the ability to update the lookup list before using any of the value inserted?
If I can create a new category directly from the "item form", is there any extra command I need to specify when the submit button is pressed? Thanks
Victor Font Staff answered 3 weeks ago
Have you reviewed this? https://formidableforms.com/knowledgebase/tags/#sts=Add%20custom%20categories%20to%20a%20post
Mauro Santini
replied 3 weeks ago hi Victor, thanks for the link.
actually, my situation is more like 1 page site with the form view. As far as my understanding, taxonomy is more about indexing pages/posts that for single form entries.
if, by instance, we consider to track books and an user want to start his new inventory, the user should first create categories likes: book, essay, pamphlet and then possibly under book something like, noir, crime etc.
every single entry won't generate a page/post involving taxonomy but will create a row in a table view. i want the table entries to b searchable or sorted also by category/sub-cat.
With the standard dropdown, there is the option to select "other" if the default options are not enough. I'm wondering if it is possible something similar but with dynamic/lookup fields
cheera
This is completely different that creating a category. Yes, you can do what you want using dynamic cascading fields. It requires 2 "tables". I placed the word "tables" in quotes because it's a common misconception that when you create a Formidable Form, you are also creating a table to store its data. Formidable Forms does not create individual tables to store data. Rather, Formidable uses a metadata schema just like WordPress does. See this post to learn more: https://connect.formidableforms.com/question/category/showcase/understanding-the-formidable-forms-metadata-schema/
Here are some knowledgeable articles that will point you in the right direction:
https://formidableforms.com/knowledgebase/dynamic/
https://formidableforms.com/knowledgebase/dynamic-vs-lookup-fields/
https://formidableforms.com/knowledgebase/dynamic/#kb-set-up-cascading-fields
Bobby Clapp Staff answered 3 weeks ago
Plenty of good advice here. By default you can't have a lookup field within the parent form that you can add values to at the same time
The way I would do this is to have a form for adding the intended lookup items on the same page as the item form (a form that collects only the lookup field date in a modal window popup with a button that says "add X" for the lookup field). Then within the item form you'll have a an actual lookup field pointing back to the values you want from the "add X" form field for which you will create the lookup field in the parent item form.
With lookup fields you can limit the options to those created by the current user. That solves that concern.
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